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Fortis
FTS

Overview Fund Activity

274 hedge funds and large institutions have $11.8B invested in Fortis in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 107 increasing their positions, 90 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+2
Holders Change %
+0.74%
% of All Funds
4.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
30
Increased
107
Reduced
90
Closed
24
Calls
$29.7M
Puts
$57.2M
Net Calls
-$27.5M
Net Calls Change
+$11.4M

Top Buyers

1
GQG Partners
GQG Partners
Florida
$430M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$190M
3
OAC
OMERS Administration Corp
Ontario, Canada
$95.8M
4
Morgan Stanley
Morgan Stanley
New York
$94M
5
CIPU
Caledonia Investments plc (UK)
United Kingdom
$21.4M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$312M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$535M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$991M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.59B
5
Legal & General Group
Legal & General Group
United Kingdom
$333M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMIC
176
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$653K +$4.95K +100 +0.8%
S
177
SignatureFD
Georgia
$645K +$5.25K +106 +0.8%
Principal Financial Group
178
Principal Financial Group
Iowa
$633K +$633K +12,787 New
CS
179
Candriam SCA
Luxembourg
$631K – – –
AIM
180
Achmea Investment Management
Netherlands
$611K +$312K +6,293 +104%
Twin Tree Management
181
Twin Tree Management
Texas
$554K +$554K +11,185 New
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$514K – – –
Balyasny Asset Management
183
Balyasny Asset Management
Illinois
$511K +$290K +5,755 +131%
AAM
184
Advisors Asset Management
Colorado
$507K +$354K +7,142 +231%
US Bancorp
185
US Bancorp
Minnesota
$497K -$15.2K -307 -3%
CAN
186
Cetera Advisor Networks
California
$491K -$10.4K -210 -2%
Creative Planning
187
Creative Planning
Kansas
$464K +$12.8K +258 +3%
SAM
188
Silvercrest Asset Management
New York
$457K +$99K +2,000 +28%
JAM
189
JCIC Asset Management
Ontario, Canada
$454K +$3.96K +80 +0.9%
QT
190
Quantbot Technologies
New York
$426K -$969K -19,607 -69%
CI
191
Cigna Investments
Connecticut
$422K +$81.2K +1,640 +24%
VI
192
Versor Investments
New York
$417K +$65.7K +1,328 +19%
Mercer Global Advisors
193
Mercer Global Advisors
Colorado
$414K -$2.77K -56 -0.7%
Axa
194
Axa
France
$405K +$405K +8,183 New
PP
195
Pacifica Partners
Canada
$393K -$9.14K -200 -2%
Walleye Trading
196
Walleye Trading
New York
$388K +$388K +7,831 New
Cambridge Investment Research Advisors
197
Cambridge Investment Research Advisors
Iowa
$375K +$9.89K +200 +3%
FTDI
198
First Trust Direct Indexing
Massachusetts
$375K +$63.2K +1,275 +20%
Citadel Advisors
199
Citadel Advisors
Florida
$367K +$124K +2,503 +51%
MPPW
200
Mitchell & Pahl Private Wealth
Oklahoma
$348K +$79.2K +1,601 +29%
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